博时专精特新主题混合A
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宏景科技股价涨5.27%,博时基金旗下1只基金重仓,持有4.13万股浮盈赚取16.11万元
Xin Lang Cai Jing· 2026-01-22 06:54
Group 1 - The core viewpoint of the news is that Hongjing Technology's stock has seen a significant increase, with a rise of 5.27% to 77.90 CNY per share, and a total market capitalization of 11.959 billion CNY [1] - Hongjing Technology, established on March 7, 1997, and listed on November 11, 2022, focuses on providing smart city solutions in three main areas: smart healthcare, urban management, and smart parks, with revenue composition of 91.28% from computing services and 8.72% from smart city business [1] Group 2 - From the perspective of major fund holdings, Bosera Fund has a significant position in Hongjing Technology, with its Bosera Specialized and Innovative Theme Mixed A Fund (014232) holding 41,300 shares, unchanged from the previous period, representing 0.67% of the fund's net value [2] - The Bosera Specialized and Innovative Theme Mixed A Fund has a total scale of 208 million CNY and has achieved a year-to-date return of 9.51%, ranking 1650 out of 8843 in its category, and a one-year return of 66.27%, ranking 841 out of 8096 [2]
菱电电控股价涨5.08%,博时基金旗下1只基金重仓,持有5.27万股浮盈赚取19.77万元
Xin Lang Cai Jing· 2026-01-15 03:14
Group 1 - The core point of the news is that Lingdian Electric Control has seen a stock price increase of 5.08%, reaching 77.50 yuan per share, with a total market capitalization of 4.084 billion yuan [1] - Lingdian Electric Control, established on January 7, 2005, specializes in the research, production, sales, and technical services of automotive engine management systems, motorcycle engine management systems, pure electric vehicle power electronic control systems, and hybrid vehicle power electronic control systems [1] - The company's main business revenue composition is 96.06% from product sales and 3.94% from technical development [1] Group 2 - According to data, Bosera Fund has a significant holding in Lingdian Electric Control through its Bosera Specialized and Innovative Theme Mixed A Fund (014232), which held 52,700 shares, accounting for 0.72% of the fund's net value, ranking as the fifth-largest holding [2] - The Bosera Specialized and Innovative Theme Mixed A Fund has a total scale of 230 million yuan and has achieved a year-to-date return of 6.23%, ranking 2370 out of 8840 in its category [2] - The fund has a one-year return of 65.4%, ranking 912 out of 8094, and a cumulative return since inception of 42.99% [2] Group 3 - The fund manager of Bosera Specialized and Innovative Theme Mixed A Fund is Liu Yuqiang, who has been in the position for 2 years and 350 days, with a total asset scale of 1.969 billion yuan [3] - During Liu Yuqiang's tenure, the best fund return was 59.34%, while the worst return was 8.98% [3]
宏景科技股价涨5.1%,博时基金旗下1只基金重仓,持有4.13万股浮盈赚取15.12万元
Xin Lang Cai Jing· 2026-01-12 03:53
Group 1 - The core viewpoint of the news is that Hongjing Technology's stock has seen a significant increase of 5.1%, reaching a price of 75.37 yuan per share, with a trading volume of 772 million yuan and a turnover rate of 13.97%, resulting in a total market capitalization of 11.571 billion yuan [1] - Hongjing Technology, established on March 7, 1997, and listed on November 11, 2022, primarily operates in three areas: smart healthcare, urban management, and smart parks, providing solutions for smart cities [1] - The company's revenue composition indicates that computing power services account for 91.28% of its income, while smart city business contributes 8.72% [1] Group 2 - According to data from the top ten holdings of funds, Bosera Fund has a significant position in Hongjing Technology, with its Bosera Specialized and Innovative Theme Mixed A Fund (014232) holding 41,300 shares, representing 0.67% of the fund's net value, ranking as the tenth largest holding [2] - The Bosera Specialized and Innovative Theme Mixed A Fund has a current scale of 230 million yuan, with a year-to-date return of 5.11%, ranking 2519 out of 9012 in its category, and a one-year return of 68.19%, ranking 852 out of 8157 [2]
华骐环保股价跌5.09%,博时基金旗下1只基金重仓,持有31.18万股浮亏损失18.71万元
Xin Lang Cai Jing· 2025-11-21 02:51
Core Viewpoint - Huaji Environmental Protection has experienced a decline in stock price, with a 5.09% drop on November 21, bringing the share price to 11.19 yuan, and a total market capitalization of 1.479 billion yuan [1] Company Overview - Anhui Huaji Environmental Protection Technology Co., Ltd. is located in Ma'anshan Economic and Technological Development Zone, established on April 27, 2002, and listed on January 20, 2021 [1] - The company specializes in water environment governance, providing BAF process technology, intelligent wastewater treatment equipment, water environment governance engineering services, and wastewater treatment investment and operation services [1] - Revenue composition: Water environment governance engineering 47.99%, wastewater treatment investment and operation 43.57%, water treatment product sales 7.77%, other (supplement) 0.35%, technical services 0.32% [1] Fund Holdings - According to data, one fund under Bosera Fund holds a significant position in Huaji Environmental Protection [2] - Bosera Specialized and New Theme Mixed A (014232) increased its holdings by 5,300 shares in the third quarter, totaling 311,800 shares, representing 0.7% of the fund's net value, ranking as the seventh largest holding [2] - The fund has incurred a floating loss of approximately 187,100 yuan today, with a cumulative floating loss of 171,500 yuan during the three-day decline [2] Fund Manager Performance - The fund manager, Guo Xiaolin, has a tenure of 9 years and 127 days, with a total asset scale of 1.978 billion yuan, achieving a best return of 142.05% and a worst return of -38.97% during his tenure [3] - Co-manager Liu Yuqiang has a tenure of 2 years and 295 days, with a total asset scale of 1.969 billion yuan, achieving a best return of 49.75% and a worst return of 0.12% during his tenure [3]
机构风向标 | 安旭生物(688075)2025年三季度已披露持仓机构仅5家
Xin Lang Cai Jing· 2025-10-31 02:29
Core Viewpoint - Anxu Bio (688075.SH) reported its Q3 2025 results, highlighting a significant presence of institutional investors holding 39.66% of its total shares, with a slight decrease in institutional ownership compared to the previous quarter [1] Institutional Investors - As of October 30, 2025, five institutional investors disclosed holdings in Anxu Bio, totaling 50.3993 million shares, which represents 39.66% of the company's total share capital [1] - The institutional ownership decreased by 0.19 percentage points compared to the previous quarter [1] Public Funds - Two public funds increased their holdings during this period, namely Guangfa Value Core Mixed A and Xinyuan Specialized and New Mixed A, with an increase in holdings accounting for 0.44% [1] - A total of 46 public funds did not disclose their holdings this quarter, including notable funds such as Bosera Phoenix Leading Mixed A and Morgan Stanley Multi-Factor Strategy Mixed [1]
机构风向标 | 晶赛科技(920981)2025年三季度已披露持仓机构仅4家
Xin Lang Cai Jing· 2025-10-31 02:20
Core Insights - Jinsai Technology (920981.BJ) released its Q3 2025 financial report on October 29, 2025, indicating a total of 4 institutional investors holding shares, amounting to 943,600 shares, which represents 1.23% of the total share capital [1] - The institutional holding ratio decreased by 0.21 percentage points compared to the previous quarter [1] Institutional Holdings - The institutional investors include Huatai Securities Co., Ltd. client credit trading guarantee securities accounts and Guosen Securities Co., Ltd. client credit trading guarantee securities accounts [1] - The total institutional holding ratio stands at 1.23% [1] Public Fund Holdings - Six public funds were disclosed this period, including Tongtai Vision Mixed A, Bosera Specialized New Theme Mixed A, and others [1] - These funds did not report any changes compared to the previous quarter [1]
机构风向标 | 望变电气(603191)2025年三季度已披露持仓机构仅2家
Xin Lang Cai Jing· 2025-10-30 03:08
Core Viewpoint - Wangbian Electric (603191.SH) reported its Q3 2025 results, indicating a decrease in institutional investor holdings compared to the previous quarter [1] Institutional Holdings - As of October 29, 2025, two institutional investors disclosed holdings in Wangbian Electric A-shares, totaling 4.7652 million shares, which represents 1.43% of the total share capital [1] - The institutional holding ratio decreased by 0.21 percentage points compared to the previous quarter [1] Public Fund Holdings - One new public fund was disclosed in this period, namely the Southern Quantitative Growth Stock [1] - A total of 39 public funds were not disclosed in this period compared to the previous quarter, including notable funds such as Bosera Specialized New Theme Mixed A, China Merchants CSI 2000 Index Enhanced A, and Guotai Junan Quantitative Multi-Factor A [1]
机构风向标 | 聚星科技(920111)2025年三季度已披露前十大机构累计持仓占比8.07%
Xin Lang Cai Jing· 2025-10-30 01:33
Group 1 - The core viewpoint of the news is that 聚星科技 (Juxing Technology) has reported its Q3 2025 financial results, highlighting the institutional investor interest in the company [1] - As of October 29, 2025, a total of 18 institutional investors disclosed holdings in Juxing Technology's A-shares, with a combined holding of 14.8782 million shares, representing 9.59% of the total share capital [1] - The top ten institutional investors collectively hold 8.07% of the shares, with an increase of 0.34 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, three new public funds were disclosed this quarter, including 中欧北证50成份指数发起A, 博时北证50成份指数发起式A, and 广发北证50成份指数A [2] - Eight public funds were not disclosed this quarter compared to the previous quarter, including 大成北交所两年定开混合A, 博时专精特新主题混合A, and 中信建投北交所精选两年定开混合A [2]
机构风向标 | 恒烁股份(688416)2025年三季度已披露前十大机构持股比例合计下跌7.52个百分点
Xin Lang Cai Jing· 2025-10-30 01:25
Group 1 - Core viewpoint: Hengshuo Co., Ltd. (688416.SH) reported a decline in institutional ownership in its Q3 2025 report, with a total of 9 institutional investors holding 15.9733 million shares, representing 19.26% of the total share capital, a decrease of 7.52 percentage points from the previous quarter [1] - Institutional investors include various funds and partnerships, such as Hefei Henglian Enterprise Management Consulting Center and China Bank's mixed securities investment fund [1] - The total institutional holding percentage has decreased compared to the previous quarter, indicating a potential shift in investor sentiment [1] Group 2 - In the public fund sector, two funds increased their holdings compared to the previous period, with a total increase of 0.12% [2] - Two new public funds were disclosed this quarter, including Pengyang CSI A500 Index Enhanced A and Tongtai CSI 300 Quantitative Enhanced A [2] - A total of 49 public funds were not disclosed this quarter, indicating a significant reduction in public fund participation [2]
机构风向标 | 金奥博(002917)2025年三季度已披露持仓机构仅8家
Xin Lang Cai Jing· 2025-10-29 03:17
Group 1 - The core point of the news is that Jin Aobo (002917.SZ) reported an increase in institutional investor holdings, reaching a total of 76.9553 million shares, which accounts for 22.14% of the company's total share capital as of October 28, 2025 [1] - The number of institutional investors holding shares in Jin Aobo has increased to 8, with a rise in the institutional holding ratio by 1.77 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, two public funds increased their holdings, namely the E Fund National Index Robotics ETF and the Invesco Great Wall National Index Robotics ETF, with an increase in holding ratio of 1.77% [2] - One new public fund was disclosed during this period, which is the Fortune National Index Robotics ETF, while 16 public funds were not disclosed compared to the previous quarter [2]